Dream. Plan. Achieve.

Certified Financial Planner CFP® PROFESSIONAL

Goals-BaseD Fiduciary fee-Based

We all have dreams. Do you have a specific plan to achieve yours?

At Patriot Asset Advisors we have the credentials, experience, and expertise to assist you in building wealth, generating income, and minimizing your tax burden. Together we can define your dreams and design a plan to achieve them. You will have access to a personal dashboard to monitor your progress towards your goals. Patriot Asset Advisors is a fiduciary, fee-based financial planning firm.

Why Use a Certified Financial Planner CFP® Professional?

Certified Financial Planner CFP® Professionals have successfully completed advanced college-level courses, extensive training, and passed a rigorous board certification exam. Not all financial planners are certified. You wouldn’t build a home without the assistance of a state licensed and certified architect. So why would you design your retirement without CFP® professional advice?

At Patriot Asset Advisors you can work with a Certified Financial Planner CFP® Professional. CFP® professionals act as fiduciaries looking out for your interests above their own.

Goal-based retirement planning can be fun!

When deciding on a vacation, you plan around your dreams and desires. Retirement planning is not much different. You may be surprised to learn that Americans spend more time planning their vacations than they spend planning their retirements. At Patriot Asset Advisors we take a goal-based planning approach. We use easy to understand financial planning tools—That makes a lot of sense! Check it out.

What is a fiduciary?

Afiduciary is an individual (or other) who is legally and ethically bound to work in the best interest of their client. A fiduciary does not allow any conflict of interest to influence their responsibilities. The hallmarks are: honesty, objectivity, knowledge, transparency, and the “Golden Rule.” The “Golden Rule” is the idea of treating others as you would want to be treated.

(This informative video was created by High Tower, a national RIA firm founded on the fiduciary standard. We're pleased to share it with their permission.)

Fee-based Financial Planners

We are fee-based planners, meaning we are independent and objective. We have a fiduciary responsibility to act in your best interest. Our success is directly correlated to your success. If you want a partner for your financial future that focuses on your priorities, acts in your best interest, and is not limited to specific financial products, come work with us.

You Work Hard For Your Money; Let Patriot Asset Advisors Help You Grow And Preserve It.

Patriot Asset Advisors is committed to providing trusted advice to their clients.

When it comes to the important things in life you want them done right. Investment products have become a commodity like seed corn or copper. However sound, tailored, investment planning advice is not a commodity. When it comes to your retirement planning, legacy planning or business succession planning you want an experienced, objective, principled business partner. Patriot Asset Advisors is that partner. We are a fee-based firm (no commissions) and a fiduciary. We succeed when you succeed.

Dream

Share your dreams for the future with us. We are trustworthy partners that will help direct you in making sound financial decisions.

Plan

Keeping your goals in mind, together we can create a financial plan that is specifically tailored to you. A plan you can understand and easily monitor.

Achieve

We want you to successfully meet your future. Our experience, expertise, and personal attention will help you achieve your dreams and goals.

He dreams of being a professional golfer, likes to hike, enjoys reading, and loves to cook. He is very competitive, a driven person, and a private wealth officer. Meet Allen Stocker CFP®, the founder and managing partner of Patriot Asset Advisors.

Allen, a Certified Financial Planner Professional CFP®, is a highly respected independent authority, specializing in comprehensive financial planning and fee-based investment management. (Fee-only financial planners have a fiduciary responsibility to act in their client’s best interest.)

He grew up in Ohio, north of Cambridge, near Salt Fork Lake. Allen continues to be a resident of Ohio living in Pataskala with his wife, Karen. They have two adult children, Drew and Sarah. Family is important.

Allen is an Ohio University graduate with a Bachelor of Business Administration (BBA). He earned his Certified Financial Planner Professional CFP® designation at Kaplan Financial. Allen is a veteran having served with the Ohio Air National Guard for 22 years.

Allen supports his community through past and present involvement with Licking County Coalition of Care, treasurer; Pataskala Rotary Club, past president; Reynoldsburg-Pickerington Kiwanis, past president; Etna United Methodist Church, past chairman of finance and staff parish relations committees, past member of the administrative board, current member of the audio-video team, and basketball referee for the K–6th grade youth in the Upward League.

Jonathan Taylor is an Investment Advisor Representative and the Chief Compliance Officer (CCO) at Patriot Asset Advisors. His number one priority is to understand his client’s thoughts and dreams in regards to their finances. By developing a good dialogue, Jonathan and his clients can develop a plan together to turn those dreams into achievable goals.

Jonathan’s interest in the stock market and investing began while in high school. He graduated from Ohio University with a Bachelor of Science degree in Health and Human Services. He never lost interest in the concept of money, investing, and timely returns. For some, the idea of investing and the potential return over time may seem complex. Jonathan welcomes your questions. His experience and careful attention to detail will eliminate confusion and foster understanding.

He is a long time resident of central Ohio and is very active in his community. At Ohio University an interest in people with mental and physical disabilities was developed and he has worked with several organizations to help serve this population. He currently volunteers in Newark at St. Vincent Haven, an emergency and transitional shelter for homeless men in Licking County.

Jonathan enjoys: spending time with his wife, Dora; spoiling his grandchildren and his dog; fishing; traveling; and being an amateur stained glass artist.

The Patriot Asset Advisors Story

Allen Stocker became a licensed financial professional in 1995. He worked at a large financial company for 14 years and built a substantial client base. Within a three-year period, that particular company experienced a buyout and two additional mergers. With that much unrest, Allen decided it was time to put his own name on the door. He wanted a firm that focused on its clients and their goals -- one that protected their client’s interests. In 2009 Allen’s dream of starting a new financial services firm came to be. He founded Patriot Asset Advisors.

In 2018 Allen and his business partner, Jonathan Taylor, chose to make Patriot Asset Advisors a fully independent firm and registered with the State of Ohio and the Securities and Exchange Commission (SEC). Thus Patriot Asset Advisors became a registered investment advisory.

Prior to that decision Patriot Asset Advisors was connected with several other independent brokerage firms. Once again acquisitions, mergers, and ownership changes took place with these connections. Consequently, Allen and Jonathan felt it was in the best interest of their clients and their own business to move beyond the brokerage firm relationship.

Allen, a Certified Financial Planner CFP® Professional, works closely with clients, helping make important financial and estate planning decisions. In addition to financial planning and wealth management, advisors assist clients with financial risk management, life insurance, and living benefit insurance. Additionally, advisors will collaborate with other important consultants of clients (accountants and attorneys) to provide sound financial counsel.

Patriot Asset Advisors is committed to providing trusted advice to their clients. You work hard for your money; let Patriot Asset Advisors help you manage it well.

Financial Planning You Can Trust

Prospective Clients

We have over 30 years of combined business experience and have served clients across the age spectrum. Through the years we have discovered that the level of importance that someone places on certain events depends upon their age.

Have you prepared for retirement? Will you be able to stop working and maintain your current lifestyle? What’s your spending like? Are your funds allocated well? Are you prepared for life’s unexpected events?

No matter what your needs are in regards to financial planning, we take pride in working together with you to achieve your goals. We can help guide you in readying for retirement, spending wisely, and preparing for those unexpected events in life.

Retirement & Legacy

Retirement can be very exciting but getting there can be intimidating. We’ll help you design a plan for your immediate goals and your legacy. Our experienced team will guide you every step of the way.

Where do you begin? Begin by asking questions like these:

What does retirement look like … downsize, second home, or world travel?

How much income do I need to maintain my current lifestyle?

What is the smartest age to collect Social Security?

How do I protect my nest egg from taxes or the expense of a chronic illness?

Patriot Asset Advisors professionals take a holistic approach to planning. We believe it is important to look at the whole picture. We are well versed in wealth management and believe it is equally important to protect your nest egg from the rising cost of health care and being overly taxed. Ask us how.

Wealth Accumulation & Family Protection

In the financial world we have found that being unique is an advantage. We approach financial planning by focusing on you, your dreams, and your goals. We use technology and tools that you already understand.

Our holistic approach to planning looks at the whole you and not just your money. Sure, we can help you build wealth but there is more. We believe it is important to help you plan for all that life offers: marriage, children, college, travel, and most importantly the unexpected events. Your immediate financial concerns are different than your parents’ … that we understand.

Things to consider:

You work hard for your money. Is your money working hard for you?

Do you understand your investments?

Have you reviewed the beneficiaries on your life insurance, IRAs, and 401Ks?

Don’t know where to begin? We are prepared to be your partner, Patriot Asset Advisors, the experienced non-commission professionals. Begin with us!

Unexpected Life Events

The varying events of life can sometimes catch us off guard. We believe the loss of a spouse, a job change, a job loss, or a divorce requires a special level of care and dedication. This can be an emotionally charged time and we are here to help guide you through the personal and financial ramifications of such events.

You will have questions -- we are here to help.

How do I prepare an emergency fund for unanticipated life events?

What do I do about the beneficiary on my life insurance policy if it is my deceased or ex spouse?

What are the tax implications concerning a loss of spouse or divorce?

How should I handle my budget now that my income has changed?

What are my financial rights after a divorce?

At Patriot Asset Advisors our team includes caring certified professionals. During and after a life transition, we strive to ensure your needs are heard and assessed properly in order to achieve a fair, worry-free outcome.

Business Owners

We understand business owners. We are business owners. Business owners face a wide variety of decisions that impact the lives of their employees, their business, and themselves. Much of your time has been spent building your business and it may very well be your retirement plan.

In our discussions with business owners we often hear these questions:

What benefits should I offer my employees?

Which corporate retirement plans are best for my business?

What is an Employee Stock Ownership Plan (ESOP)? Do I need to offer one?

How should I manage my cash flow?

How can I lower my taxes?

How do I start to develop a stable succession plan?

Should I sell my business?

What happens to the business if one of the owners die?

What is a 1031 Exchange? How do I benefit?

These are important questions. Patriot Asset Advisors’ financial professionals are ready to assist you in the various aspects of your business. Your success is our success!

Patriot Asset Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

Patriot Asset Advisors’ web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.

Accordingly, the publication of Patriot Asset Advisors’ web site on the Internet, should not be construed by any consumer and/or prospective client as Patriot Asset Advisors solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Patriot Asset Advisors with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

For information pertaining to the registration status of Patriot Asset Advisors, please contact the state securities regulators for those states in which Patriot Asset Advisors maintains a registration filing.

A copy of Patriot Asset Advisors current written disclosure statement discussing Patriot Asset Advisors business operations, services, and fees is available at the SEC’s investment adviser public information website –www.adviserinfo.sec.gov or from Patriot Asset Advisors upon written request.

Patriot Asset Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Patriot Asset Advisors web site or incorporated herein, and takes no responsibility therefor.

All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Insurance products and services are offered and sold through Patriot Insurance Advisors and individually licensed and appointed insurance agents.